“Live life on purpose.” That’s the mission of Kathy Fish, President and Senior Advisor at Fish and Associates. She established the firm in 1992 with an unshakeable belief that “with discipline and a plan, you can do anything you set out to do.”
Kathy will help you craft a truly customized financial plan that takes into account much more than your monetary assets. Her approach and the culture she has exemplified at the firm is “a return on life, not just a return on your investment.” A gifted communicator, Kathy helps break down complex ideas to educate people and help them gain control of their finances and future, no matter what it may hold.
Kathy received an MBA from the University of Memphis and has several professional designations. She is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Life underwriter and a Chartered Retirement Planning Counselor. Kathy has repeatedly been featured in the Memphis Business Journal as one of the top financial planners in the community. While her dedication to continuing education makes her valuable to clients, what speaks volumes is the staying power of her firm: a Memphis fixture for more than 25 years.
Her love for the city of Memphis stretches into her free time. She serves as a board member for multiple nonprofits including Choices, Playback Memphis, and the Benjamin L. Hooks Institute for Social Change She also is an ambassador for the Baptist College of Health Sciences. When Kathy isn’t serving others, you may find her in a warrior pose (she loves yoga) or biking with her husband.